This podcast transcript, published on September 25, 2026, introduces "CoSign," a new product designed to be the most comprehensive directory of companies and people within the startup community, focusing on professional reputation. The core premise is that the ability to "identify things before the market"—be it talent, companies, or products—is the most crucial skill in the industry, yet information asymmetry makes this challenging.
The speakers highlight that while many people in the Silicon Valley ecosystem want to connect, an "information problem" often prevents these connections. They argue that traditional credentials, like a Stanford degree, are becoming less impressive than "peer-to-peer credentials," such as being followed by influential figures like Patrick Collison, Elon Musk, or Marc Andreessen. This public endorsement, or "co-sign," serves as a signal of worth and opens doors, attracting investors, collaborators, and employers.
CoSign aims to formalize and make durable these "co-signs." The platform will feature three primary types of endorsements on every profile:
1. **"Who shaped your career?"**: Highlighting mentors and the mentor-driven economy of Silicon Valley.
2. **"Would work with anywhere" or "in the trenches with"**: A granular signal of deep collaborative trust, indicating who someone would truly want to work with regardless of the venture.
3. **"Person to watch"**: Identifying emergent talent believed to ascend, based on early conviction.
These endorsements extend to companies as well, allowing users to signal which companies they believe will be great, serving as a form of "fantasy investing" or "social capital investment." This addresses the need for high-conviction insights, which currently require extensive manual effort from investors and job seekers alike.
The speakers contrast CoSign with existing platforms. While social media like X offers valuable, albeit ephemeral, reputation building, CoSign aims to make this reputation "durable" by tying announcements and thoughtful comments to a person's profile for posterity. LinkedIn, despite being an "iconic product," is criticized for treating all connections as equal and for its low "Net Promoter Score" among active users. CoSign aims to provide more "granular information" about relationships and professional intent, such as "I would fund them if they start a company" or "I would hire them if they consider leaving," facilitating better matching for jobs, investments, and even acquisitions.
The idea of "social CVs" is discussed, where a professional profile isn't just self-reported but annotated by trusted connections, making talent discovery and hiring more efficient. The platform also benefits the endorser, as being the first to co-sign someone builds long-term social capital, aligning with Naval Ravikant's quote: "Be so good that people do business through you."
CoSign intends to be a positive-only platform, a place for "celebration" and for people to "show off in a good way," acknowledging that many people beyond founders are critical to a company's success but rarely get the public recognition they deserve. Leveraging AI, CoSign aggregates information from public sources to generate comprehensive profiles, addressing the "cold start problem" and ensuring reliable, reputation-rich data. The goal is to make the "reputation market more efficient and liquid," fixing information asymmetry and fostering a meritocracy where talent can be discovered and rise through authentic endorsements, much like the early co-signs given to figures like Sam Altman or the founders of Airbnb. The project is presented as an invitation to the community to collaboratively build this public utility.